See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,250 | $106,584+53.2% | $101,326+61.1% | $142,382+14.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.87% | 36.93%-22.1pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,855 | $3,956-27.8% | $3,665-22.1% | $4,299-33.6% |
| Participant deferral / active EE | $1,812 | $8,297-78.2% | $7,994-77.3% | $6,507-72.2% |
| Admin fee / account holder | $13,250 | $11,446+15.8% | $11,185+18.5% | $12,624+5.0% |